New Features and Fixes for Customers

New Features:

Added an investigative area for social media account review.
Employer contacts can be converted to Secondary References

Fixes for Customers:

Several modifications to the Contact Report – mostly formatting and additions of fields for some objects.
Improved the logic for determining that a child record is automatically “done” based on age and deceased criteria.
On the Narrative Template tab of the System Setup menu, the template list did not include all templates.

Recent Posts

We updated the server platform last Sunday (application and web server components). No issues. But today, a user reported they were unable to view cases on their dashboard or anywhere else. It appears

Build 56.2

Changes: The foundational development and web application support software platform was updated to the latest version. For images such as the candidate's photo and driver's license, you can now edit a

Build 56

Application Changes and Improvements: Added option for "Offered Other Position" as a case disposition. Added the option to make Social Security Number and/or Middle Name mandatory when the candidate s